Practical analysis for investment professionals

Leadership, Management & Communication Skills


Fraud and Deception Detection: Five Language Fingerprints

Dishonest companies tend to leave five textual fingerprints in their communications that differ from those of more truthful firms.

Fraud and Deception Detection: Text-Based Analysis

Technology can give investment pros a huge advantage in evaluating the truthfulness of company communications.

2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

The pandemic has made meetings more personal, technology more integral, and advice more holistic.

Top 10 Posts from 2020: COVID-19, The Silent Depression, Damodaran

What Enterprising Investor articles most resonated with readers in 2020?

Living in a Digital World: Three Ways to Connect with Clients

Client relationships are the foundation of financial advising. So how can advisers connect digitally?

Culture Checklist: One Firm, Eight Boxes, 10 Successful Years

Building and maintaining a healthy culture over the long term isn't easy, but one firm's success story offers some valuable lessons.

Networking in the COVID-19 Era

Networking is like the first step on a steep stairway. No one makes it from the floor to the next landing in one grand leap.

Six Reasons to Start Your Own Investment Management Firm and Six Factors to Consider before You Do

Starting your own firm will not be easy. So keep these considerations in mind before you make the leap.

Investment Firm Culture Change: Five Keys to Success

Firms with strong and healthy cultures share certain essential factors.

How to Read Financial News: Home Country, Confirmation, and Racial Bias

We all have biases and blind spots, and it helps to listen to people who see things differently.



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